UK House Price Growth Slows: What It Means for Banks, Homebuilders and REITs
UK HPI shows 2.7% YoY in May with average £271k, while Rightmove reports a 1.0% MoM asking‑price dip. Banks, builders, and REITs face a...
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Financial Markets
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Airline Fuel Costs vs Rerouted Demand: What IAG's Results Say About Travel Stocks
Brent crude's 6% drop to ~$90 and EASA reroutes are colliding with IAG's updates to reset airline margins. Travel stocks' setup and Ryanair's Q2...
FTSE 100 Record High: Why Britain's Anti-Tech Index Is Attracting Investors
FTSE 100 closes at 10,868 as value sectors lead and yields top 3%. Low tech exposure, cheaper P/E, and record £88bn dividends are pulling...
AI Hedge Fund Liquidation Explained: Why Forced Selling Can Distort Tech Stock Prices
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South Korea's KOSPI Jumps 17%: What Triggered the Record AI Stock Rebound?
KOSPI 17.9% one-day jump on July 31 followed Samsung’s record profit and SK Hynix’s giant ADR raise, as short covering met AI-chip euphoria. Setups...
Apple Earnings: Why Strong iPhone Sales Could Not Prevent a Post-Results Stock Drop
Apple earnings show solid iPhone demand, yet shares dipped on guidance, margins, and China risk. Expectation gaps and options flows often dictate AAPL’s next-day...
Amazon Earnings: Why 37% AWS Growth Outweighed Record AI Spending
37% AWS growth overshadowed Amazon’s record AI capex as cloud margins and backlog improved. Early AI workloads hit AWS first, not P&L next. What...
VIX Jumps After the Fed Decision: What Rising Volatility Means for Stocks and Options
VIX jumps 13.45% to 20.66 after the Fed as the S&P 500 slides 1.52%. Practical read on how rising volatility reshapes equity risk, option...
Meta Earnings Miss: How Rising AI Spending and Falling Margins Changed the Stock Outlook
Meta Q2 earnings miss triggers 6.2% after-hours drop as AI capex guidance rises to 130-145B and expenses jump 55%, squeezing margins and 2026 outlook.
Microsoft Earnings Beat: Why Azure Growth Sent MSFT Stock Higher Despite Record AI Spending
43% Azure growth lifts Microsoft despite record $35.8B AI capex; Q4 FY26 revenue hits $90B and EPS jumps 32%, pointing to durable cloud demand...